PFS Summer XCHANGE 2024 - Real World Opportunities Epsom

Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you.

Doors for registration will open on Thursday 27 June with a packed programme running across a series of breakouts until 17.00, offering more than five hours of CPD. There will also be a breakfast session.

Come along to hear from a host of speakers and subject matter specialists including:

• Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden

Host - Sarah Adekola

Sarah Adekola is a trailblazing social innovator, a healthcare entrepreneur, a keynote speaker, and an international robotics applications engineer for complex healthcare surgical robotics. She is a first-class honours degree holder in biomedical sciences from the National University of Ireland, Galway. She is currently undergoing a dual professional MBA and DBA at the Roxbourg Institute in Switzerland.

Sarah shares her expertise and insights at high-profile conferences, summits, and across several media platforms inspiring audiences with her journey and experience in business, finance, self-development, and travel. Her engaging and informative presentations reflect her passion for education and advocacy, from the realm of healthcare, technology, or financial literacy, and it has earned her a significant online presence as a finance and business creation speaker with a staggering follower base of over 900,000 on social media where she is known as Millennial Wealth Sarah.

Sessions

Here’s a taster of what you can expect across the day:

• A breakfast session looking at the positive impact of a rules-based and data-driven fund selection system (with Clever)

• The 10 second philosophy: Finding your TrueSelf for success

• Delivering post-Budget tax alpha

• Next generation and looking forward (with JUST)

• Building better futures for the next generation

• The content blueprint: Strategies and best practices for the digital era

• Client 2.0: Attracting the next generation of clients

• Tech Today: Embracing the present, trends and current opportunities

• Panel discussion - Sustainable solutions: Investing for the future

*The full programme will be unveiled in mid-April.

Registration

Registration is free of charge and the link can be found here.

Lunch and refreshments will be provided.

If you have any queries regarding registration, please contact pfsevents@thepfs.org

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